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Company Main View
Name:
YARGER WEALTH STRATEGIES LLC
City:
WESTERVILLE
State:
OH
Zip:
43081
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$146,864,000
Total Value Change :
$22,941,000
Securities Held Change :
13
All Securities Held :
78
New Positions
:
14
Closed Positions
:
2
Increased Positions
:
40
Unchanged Positions
:
3
Decreased Positions
:
21
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
GPC
Genuine Parts Co
78
Closed
$155.27
$0
0
0%
-327,000
-2,361
0
Auto Parts Wholesale
TSLA
Tesla Motors Inc
79
Closed
$177.81
$0
0
0%
-200,000
-805
0
Auto Manufacturers
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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